Your advisory practice is growing faster than audit. Your best talent wants flexibility you could not offer five years ago. And your newest partner just lost three hours reconstructing context from a client file that lives across SharePoint, your practice management system, and someone’s inbox.

This is not a technology problem. It is a revenue…

Intapp has expanded its partnership with Monarch to now include reselling DealCloud and accelerated deployment services. Monarch specializes in helping capital markets firms adopt and maximize ROI on their technology stack. As markets become increasingly competitive, this deepened partnership will ensure clients can operate with the precision and speed needed to lead.

2026 is a proving ground for structured credit desks. Market activity is accelerating across CLOs, ABS, and SRTs, while regulators demand audit-ready data and investors demand allocation transparency. For firms still relying on legacy tools, the cracks are showing, from data risks to missed market windows. The firms that replace fragmented processes with end-to-end, market-ready…

With trillions in private capital dry powder still waiting to be deployed, and limited partners (LPs) increasingly selective about where they commit, competition in the secondary market has never been more intense. Once viewed primarily as a liquidity mechanism, secondaries now play a critical role in portfolio management and capital recycling. For firms looking to…

You’ve made the case. Leadership agrees a modern CRM is essential. Now comes the question every firm asks: How do we actually do this without the year-long implementation nightmare? 

The answer is simple: you don’t build a CRM for legal. You activate one. 

CRM modernization used to mean endless configuration cycles, custom development, partner frustration, budget overruns — and adoption that never materialized. Growth-minded firms today aren’t suffering through…

Aebra Coe, senior reporter at Law360 wrote an article on how law firm CMOs are moving from tacticians to agents of strategic growth. In the article, Jon Brewer, Senior DealCloud Growth Director at Intapp, shared that changes in client loyalty and the increasing number of stakeholders involved in a business purchase are adding complexity to…

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The shift from on prem to cloud based compliance is gaining momentum as firms look to harness AI and modernize core risk processes. To support this transition, Intapp industry leaders recently hosted a series of in person roundtables and a webinar, and we’ve collected the highlights and key insights shared across those discussions.

The numbers…

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Law firm leaders readily invest millions in talent, lateral growth, and new markets. But CRM investment? That’s where the hesitation creeps in. Not because firms doubt technology, but because traditional CRMs fail to deliver for legal. After years of over-customization, low adoption, and scattered data, many leaders understandably ask: Is a new CRM really worth…

The Line editor Alice Murray wrote an article on how smaller firms are using tech to gain the scale and infrastructure needed to compete in the private wealth market. In the article, Rudy Saad, Global Head of Private Equity and Private Capital Markets at Intapp, contributed his thoughts on AI-enabled technology–like DealCloud–as an enabler,…

Want to learn more about improving risk management at your firm? Explore the rest of our series, including deep dives on audit deficiencies and SQM audit requirements.

Too often, client-related decisions are made under deadline pressure or in response to inspection findings. A firm might rush the due diligence process to quickly onboard a client…

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